Added to YB: 2025-11-25
Pitch date: 2025-11-23
CCOI [bullish]
Cogent Communications Holdings, Inc.
+5.67%
current return
Author Info
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Company Info
Cogent Communications Holdings, Inc., through its subsidiaries, provides high-speed Internet access, private network, and data center colocation space services in North America, South America, Europe, Oceania, and Africa.
Market Cap
$753.3M
Pitch Price
$17.38
Price Target
30.00 (+63%)
Dividend
0.51%
EV/EBITDA
13.53
P/E
-4.45
EV/Sales
3.68
Sector
Diversified Telecommunication Services
Category
value
Update On CCOI: A Cogent But Delayed Gratification
CCOI: Deep value at 0.11x NAV ($8.3B assets vs $906M market cap). 180 data centers + 38M IPv4 addresses worth $10.7B. Dividend cut from $1 to $0.02 spooked income funds. Q3 revenue miss but IPv4 leasing +55% YOY. LOI validates $144M for 2 data centers. Edge AI potential for inference computing. Big money bet $1.95M on recovery to $30+.
Read full article (15 min)